VALMARK ADVISERS, INC. Information

130 SPRINGSIDE DRIVE, AKRON, Ohio, 44333, (330) 576-1234

Report Date: 12/31/2014

Position Statistics

Total Positions 57
New Positions 5
Increased Positions 28
Decreased Positions 21
Positions with Activity 49
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,483

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.15%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 0.01%
Financial 88.4%
Healthcare
Services
Technology 0.04%
Transportation
Utilities 0.01%

3 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PROCTER & GAMBLE CO COM -275 Sold Out 0
SPDR GOLD TRUST GOLD SHS -208 Sold Out 0
SPDR SERIES TRUST BRC CNV SECS ETF -209 Sold Out 0


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